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Would you like to establish a long-term source of income for your nonprofit? A successful planned giving program has the potential to sustain a philanthropic cause for years into the future. This course introduces the concept of planned giving, as well as an overview of strategies and technical requirements needed to create a successful planned giving program. You will learn about a wide variety of topics, including charitable bequests (the centerpiece of a planned giving program), charitable trusts, gift annuities, gifts of personal property, tax considerations, and establishing and administering a planned giving program.

Learning Objectives

  • Understand the basic concepts of planned giving
  • Know how to identify cues when speaking with someone who is interested in making a planned gift and be able to share with the donor/prospect the basics of the appropriate planned gift
  • Students will learn to speak about the different types of planned gifts
  • Understand how to market planned gifts and how to develop a way to incorporate a planned giving program into a non profit

Note: Required prerequisite: Introduction to Fundraising and Development
Recommeded prerequisites: Major Gifts, Annual Giving 

Course Number: BUSA-40928
Credit: 3.00 unit(s)